Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2075 results found
-
adding Pins to webmail hosted email
Attach an option to pin emails to the top of the list of email in the inbox. Preferably in Outlook using Zimbra connector on webmail.redtailtechnology.com.
3 votes -
Remove automatic consolidation of completed activity notes.
New update makes completed activities on the main client page consolidate. This creates a ton of re-work in having to go back to open each closed activity to review recently completed activities. Please make this a default that can be turned on or off.
3 votes -
Delete unused activity types used by others on team
I work on a large team and everyone uses different activity types, so when I create an activity I have to look through a list of like 30 activity types instead of just the five that I specifically use. It would be great to be able to customize my preferred activity types by deleting things that aren't relevant to me.
3 votes -
AI that can read all of a client notes
Use AI to read all clients' notes and have the ability to ask questions. I have about 20 years of notes, and looking through them is time-consuming.
3 votes -
Add a Project feature to the left side menu so we can add projects that we're working on
Add a tab for Projects so teams can collaborate on specific projects they are working on.
3 votes -
CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
2 votes -
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.
2 votes -
Puppies all the time?
Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!
2 votes -
Add access times for assistants
Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.
2 votes -
Linking notes
when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose
2 votes -
calendar layout
Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!
2 votes -
precise
It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.
2 votes -
2 votes
-
Calendar Local Time
Please allow local time on the CRM Calendar to be the same as the local time chosen in the settings regardless of the time on the physical machine.
2 votes -
add mile stone dates
Have the ability to add milestone dates to a client that would appear on the dashboard similiar to 'Today's Birthdays'. This would allow the ability to track and acknowledge various life events of clients that could enhanve the customer experience. Milestone date examples are retirement date, surgery date, anniversary date.
2 votes -
Filter Contact Report by Tag Group
It would be convenient to have a Tag Group filter available for Contact Reports.
2 votes -
Dog names
I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!
2 votes -
Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
2 votes -
Activities/Task Assigned to Role vs Individual
It would be very helpful to have the ability to assign activities to either a role or a person, just like Workflows.
When the person assigned to an activity changes it would be beneficial to have the option to assign to a role instead.
Please consider this option.
2 votes -
Beneficiary Report
Would you be able to add the Tax Qualified Type to the Beneficiary Reports for All and All Non-Closed? This is information that we currently have to hand write on after the report is run for our Advisors.
2 votes
- Don't see your idea?